So will preempt this by saying that this process was setup at the beginning of this year, in the last 2-3 months my knowledge and how I use Asana has grown alot, as yet I have not implemented those things in our Goal Setting Approach as yet. When I get around to make the changes I will create a part 2 of this post.
I created a Project called 2016-Goals. In there we created sections for the key things that we wanted to categories our goals as;
Financial Goals: (Obvious Things relating to finances, Mortgage Review, Superannuation, Investments etc)
JnVWoods Goals: (My wife and I have a side company, what did we want it to achieve, direction etc…)
Family Goals: (Things around what we wanted to do as a Family, Two Boys age 17 & 19, Renovations, How we celebrate things, Charity etc.)
Personal Goals: (The idea here was to add personal goals for each of us in here, eg. Personal Development Training, Fitness. This section didn’t work so well)
So my Wife and I did the Brain Dump of writing things down on post it notes for each of the sections on what we wanted/thought/would like. We then discussed/agreed/disagreed and put them into Asana as Tasks under each Section.
That was Phase 1. As this was January and it is very hot in Australia the Pool and other activities where much more interesting. There was a pause (Mistake Number 1).
Once the pause was over… We looked at each task in each section and decided if it was something that warranted its own Project, or if it was something that could be handled as a single task or task with sub tasks (Mistake Number 2).
Anything that was setup as it’s own project eg. Renovations, Investments, a brain dump approach was then taken to get down all of our thoughts and then structure them as a Project etc. This worked reasonably well as it was distinct and could be managed. Mistake Number 3 was establishing who owned the project (seemed to be always me).
Next step was to establish a Goal Review Meeting, using the standard Asana Template. So we established a standard agenda things like share portfolio update, side company update, family etc. Also include a seperate Decision Section to record any decision made so no confusion later on. A reoccurring task was then established to review the goals project, review meeting project and the individual Goal Projects ie. Renovations and then add any items to the fortnightly meeting (Mistake Number 4).
At each meeting we would go through the agenda etc and update our Goals.
So that has been going nearly a year. So now the most important part…
Mistake 1 - Treat this like you would any Business/Work project… For all good intentions, you can’t do this sitting on the deck/verandah in shorts an T-shirt enjoying a glass of your favourite beverage and expect awesome results. Plan it commit to it, get Stakeholder Buy In (be that wife, significant other, boyfriend, girlfriend, children etc)
Mistake 2 - Have a clear definition of what criteria will make it a project, versus task and sub tasks. Ensure that this is stuck too and also make sure that you use the Task can have multiple projects to make sure you have a clear link of projects that are created back to the Goal Project… Otherwise stuff gets lost.
Mistake 3 - So just because you use Asana the most doesn’t mean you should be the owner of all the projects. If the other Stakeholders don’t want to pony up to be the owner then it isn’t important enough to get done.
Mistake 4 - Scheduling the Goal Review Meeting and reviewing the projects before the meeting. Whilst fortnightly sounds good and is what you might do for a regular business project, how realistic is it for personal/family stuff? Refer Mistake 1… 5:30 pm on a Friday after you finished a long week at work and you both regularly sit down and catchup on stuff, doesn’t mean that is a good time to do a review meeting.
Make sure that all participants have a good working knowledge of Asana, before undertaking this… If only 1 of you is a Gun Asana user and the other person is only a part time user then you will end up doing a lot of admin/training.
As with anything just because it works in a Business setting, doesn’t mean that it will in a personal setting. You may be great at organising and getting colleagues to work through and deliver a project at the office… However it is not always the case that this works in your personal space, family can be your hardest colleagues to work with. Buy in is key…
Finally… A brief brain dump of what I am thinking of implementing to make this work better for the Woods Family.
- Review Meeting needs to be a Board… Easier to visualise and see progression
- Review Meeting needs to be monthly and needs to be associated with something special like a big family dinner. That way there is a reward and time to have discussion.
- Need to make better use of Icons and project linkings and mark as waiting on to better facilitate the conversation and easier for engagement
- Need to think about how I can make it flow and we can see progress building towards the completion of the Goal.
@Kaitie Thank you very much for asking me to do this. I enjoyed it and I know it will help me setup the process for out Goal Setting and follow through much better.